The Rise of AI Agents: Unlocking Growth and Transforming Financial Services

The panel discussion will focus on the rise of AI agents and their impact on financial services. The discussion will be followed by a networking reception with executives and opportunities to make meaningful connections. 

Discussion Focus:

• Shift from automation to autonomy: Agents that can plan, reason and execute workflows—not just respond like chatbots
• From copilots to coworkers: Agents acting as semi-autonomous operators across research, trading support, risk and operations
• New operating models: Human-in-the-loop to human-on-the-loop supervision at scale
• Where value is accruing: Moving beyond cost takeout to revenue generation (alpha discovery, client personalization, faster deal cycles)
• Legal and IP implications: Model training data, output ownership and licensing risk in LLMs and AI agent deployment
• Control and governance layer: Risk, compliance, auditability and model oversight becoming the gating factor for enterprise adoption

For more information, please reach out to Karan Kumar.